BNC Wealth Management’s IDEX IEX Stock Holding History

BNC Wealth Management’s Portfolio IEX Stock Details IEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-88	Closed	-$16K	–	269
2020 Q3	$16K	Buy	+88	New	+$15.2K	0.01%	252

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

BNC Wealth Management's IEX Position: Q4 2020 in Review

BNC Wealth Management sold out of IDEX (IEX) in Q4 2020, closing a stake of 88 shares — an estimated $16K sold.

BNC Wealth Management first reported a position in IEX in Q3 2020 and held it in 1 quarter. The position peaked at $16K in Q3 2020. 546 funds tracked by Wall St. Rank hold IEX as of Q4 2020.

BNC Wealth Management reported no remaining IDEX position as of Q4 2020 after selling out during the quarter.
BNC Wealth Management sold 88 IDEX shares in Q4 2020, an estimated $16K.
BNC Wealth Management first reported a position in IDEX in Q3 2020 and held it in 1 quarter.
BNC Wealth Management's IDEX position peaked at $16K in Q3 2020.
546 funds tracked by Wall St. Rank held IDEX as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.